存储荒烧向英伟达业内曝新显卡将全面跳票

快科技02-07

尽管本身以游戏显卡起家，但英伟达今年或许将遭遇三十年来头一回的景象：首次在一个自然年未能发布任何新款游戏显卡。许多游戏玩家上月已经对2026年国际消费电子展(CES)中，未见英伟达对RTX 50 Super显卡系列进行宣传和预热感到失望。而如今据行业媒体The Information爆料，英伟达很可能计划在2026年不推出任何新游戏显卡。据报道称，英伟达目前已完成了RTX 50 Super系列显卡...

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Super显卡系列进行宣传和预热感到失望。而如今据行业媒体The Information爆料，英伟达很可能计划在2026年不推出任何新游戏显卡。据报道称，英伟达目前已完成了RTX 50 Super系列显卡...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207074334a4864555&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVII","symbol_name":"Rex NVDA Growth & Income ETF","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207074334a4864555&s=b","article_id":"2609951728","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207074334a4864555&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Super显卡系列进行宣传和预热感到失望。而如今据行业媒体The Information爆料，英伟达很可能计划在2026年不推出任何新游戏显卡。据报道称，英伟达目前已完成了RTX 50 Super系列显卡的设计，但当前的存储芯片短缺问题迫使该公司不得不降低该产品的生产优先级。该公司目前正优先保障其AI芯片的存储供应。随着全球科技巨头对AI算力的病态渴求，高端存储芯片的产能已被预订一空。这导致消费级显卡所依赖的显存颗粒在供应链中正被逐渐边缘化。据悉，这一困境甚至可能波及到下一代RTX 60产品系列——该系列原定于“2027年底启动量产”。其中一位知情人士表示，受存储芯片短缺影响，英伟达还在大幅削减目前市售的游戏显卡——英伟达GeForce RTX 50系列显卡的产量。过去一年，因供应短缺，部分英伟达高端游戏显卡在各大零售店和电商平台的售价，已普遍出现上涨。以目前最高端的GeForce RTX 5090显卡为例，韩国某电商平台显示，NVIDIA GeForce RTX 5090显卡的售价上月已飙升至700万韩元以上（约合人民币3.4万元）。值得注意的是，一年前，该显卡的价格还仅停留在2400美元左右（约合人民币1.7万元）。英伟达虽未直接回应显卡延迟传闻，但表示：“GeForce RTX显卡需求强劲，而存储供应受限。我们正持续出货所有GeForce型号，并与供应商紧密合作以最大化内存供应。”当然，消息人士也表示，若市场状况好转，英伟达仍有可能改变决定、推出新款游戏芯片——毕竟该公司素来以运营灵活着称。游戏芯片和人工智能芯片所使用的存储芯片类型不同，不过其核心供应商仍局限于那几家——三星电子、SK海力士和美光科技。这些制造商目前仍难以快速提升产能，因为新建芯片工厂往往需要数年时间。除了客观的硬件短缺，市场竞争格局的改变也影响着英伟达的决策。行业分析指出，主要竞争对手AMD在2026年同样缺乏具有威胁性的消费级GPU新品发布计划。由于在高端游戏显卡市场缺乏有力的“追兵”，英伟达现有的RTX 50系列产品足以维持较长时间的垄断地位，这使其在推迟新品发布时显得更加“从容”。而对于全球数亿游戏玩家而言，2026年则可能将成为硬件更新史上最平淡、却也是价格最昂贵的“真空期”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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存储荒烧向英伟达 业内曝新显卡将全面跳票

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存储荒烧向英伟达业内曝新显卡将全面跳票